See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $29,450 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,050 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,051 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,987 | $58,879-27.0% | $178,490-75.9% | $73,488-41.5% |
| Participation rate | 98.3% | 66.2%+32.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 16.01% | 24.86%-8.9pp | 151.07%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,435 | $2,236+8.9% | $5,011-51.4% | $2,270+7.3% |
| Participant deferral / active EE | $2,651 | $2,567+3.2% | $5,202-49.0% | $3,740-29.1% |
| Admin fee / account holder | $160 | $400-60.1% | $13,984-98.9% | $513-68.9% |